Wealth Management Advisor

TIAA • Denver, CO

1d • Hybrid

About The Position

As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests. You will serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement. You will proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities. You will collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs. Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients.

Requirements

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests.
• Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives.
• Thrives with both autonomy and accountability.
• FINRA Series 7 and Series 63.
• FINRA Series 65 or 66.
• Life and Health Insurance License — all licenses must be obtained within 120 days of start date.

Nice To Haves

• Life and Health Insurance License (Resident State) Multiple Issuers required.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion.

Responsibilities

• Manage and deepen relationships with an established book of high-net-worth clients.
• Partner with clients to understand their goals and deliver tailored financial strategies, acting as a fiduciary.
• Serve as the primary financial contact, guiding clients through complex situations and into retirement.
• Proactively grow the practice by expanding existing relationships and engaging TIAA's full wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth.

Benefits

• Competitive variable compensation package tied to book of business, sales performance, and key performance metrics.
• Opportunity for promotion that can unlock additional compensation enhancements.
• Top-tier retirement plan.
• Tuition reimbursement.
• Hybrid-flex work arrangements.
• Robust professional development resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed